PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,626
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.7M
4
LYFT icon
Lyft
LYFT
+$6.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.18M

Top Sells

1
+$2.83M
2
+$2.54M
3
+$2.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.12M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.39M

Sector Composition

1 Technology 12.27%
2 Financials 6.05%
3 Healthcare 5.69%
4 Communication Services 4.23%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$12K ﹤0.01%
313
+44
1577
$12K ﹤0.01%
388
1578
$12K ﹤0.01%
835
+171
1579
$12K ﹤0.01%
238
1580
$12K ﹤0.01%
178
+17
1581
$12K ﹤0.01%
288
1582
$12K ﹤0.01%
144
-205
1583
$12K ﹤0.01%
483
1584
$12K ﹤0.01%
292
+76
1585
$12K ﹤0.01%
4,753
+2,586
1586
$12K ﹤0.01%
154
1587
$12K ﹤0.01%
125
-184
1588
$12K ﹤0.01%
+688
1589
$12K ﹤0.01%
338
+200
1590
$12K ﹤0.01%
416
+88
1591
$12K ﹤0.01%
2,271
+568
1592
$12K ﹤0.01%
848
+365
1593
$12K ﹤0.01%
161
1594
$12K ﹤0.01%
321
+69
1595
$12K ﹤0.01%
1,288
-1,190
1596
$12K ﹤0.01%
300
1597
$12K ﹤0.01%
1,031
+775
1598
$12K ﹤0.01%
127
1599
$12K ﹤0.01%
3,814
-7,361
1600
$12K ﹤0.01%
300
-497
62 63
64
65 66